Monthly Archives: May 2014

Understanding everyone’s vision is important for the development of a succession plan.  In order for any enterprise to succeed all parties must be pulling in the same direction.  Having an agenda for a succession plan is vital.  However, clear and honest communication can identify problems as well as opportunities.  Family members are often surprised at […]

My office is a converted pre-statehood home.  Clients feel at ease meeting and planning in our quiet and comfortable office.  Most meetings occur in the dining room that has been converted into a conference room.  This is conducive to meetings that often involve family issues and planning. The relaxed atmosphere cannot be found in busy […]